Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Advisor Intl Small Cap Z in their Schedule of Assets, totaling $195K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUNSHINE ACE HARDWARE, INC. SUNSHINE ACE HARDWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BONITA SPRINGS FL | 511 | $19.4M | $68K |
| 2 | VM SERVICES, INC. VENTURE 401(K) PLAN | MILIPITAS CA | 185 | $10.2M | $46K |
| 3 | T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN |
BETHESDA MD |
| 254 |
| $29.5M |
| $40K |
| 4 | SPOTLIGHT LLC SPOTLIGHT LLC 401(K) PROFIT SHARING PLAN AND TRUST | KANSAS CITY MO | 143 | $9.3M | $32K |
| 5 | STRATUS PEO 1 LLC STRATUS SOLUTIONS RETIREMENT PLAN | TAMPA FL | 1,204 | $17.7M | $9K |
